See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,688 | $175,202-76.2% | $149,673-72.1% | $139,434-70.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.33% | 166.71%-143.4pp | 134.42%-111.1pp | 372.94%-349.6pp |
| Employer contribution / active EE | $5,178 | $5,474-5.4% | $4,818+7.5% | $4,751+9.0% |
| Participant deferral / active EE | $10,448 | $6,519+60.3% | $5,680+84.0% | $6,710+55.7% |
| Admin fee / account holder | $2,941 | $16,150-81.8% | $13,210-77.7% | $11,403-74.2% |